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Insights

How Are Your Finances Affected by the CARES Act?

How Are Your Finances Affected by the CARES Act?
May 1, 2020
Q: The CARES Act contains so much information. Can you explain the pieces of the legislation that are of...
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P&G Earnings Report and Stock Price Reaction

P&G Earnings Report and Stock Price Reaction
April 23, 2020
P&G reported earnings Friday morning and the stock finished the day up 2.63% on the back of solid 6%...
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Is It Time to Reframe Retirement Savings and Work Solutions?

Is It Time to Reframe Retirement Savings and Work Solutions?
April 9, 2020
Both employers and employees alike think it may be time to reframe the way we think about saving for...
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New Stimulus Package Changes Certain Plan Rules

New Stimulus Package Changes Certain Plan Rules
April 3, 2020
The president signed the “Coronavirus Aid, Relief and Economic Security Act,” referred to as the CARES Act, into law...
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CARES Act: What Does It Mean For You?

CARES Act: What Does It Mean For You?
April 2, 2020
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases...
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COVID Stimulus Package: Notes for Business Owners

COVID Stimulus Package: Notes for Business Owners
April 1, 2020
With the massive impact of COVID-19 rippling across multiple industries and the resulting potential for a recession looming over...
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Required Minimum Distributions: New Age, New Deadline

Required Minimum Distributions: New Age, New Deadline
March 5, 2020
The SECURE Act has changed the required minimum distribution (RMD) rules. Most of us now have until age 72...
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Common Tax Errors

Common Tax Errors
March 4, 2020
When you meet with your wealth advisor, he or she can coordinate with your CPA or attorney to help...
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New Coronavirus Relief Package to Help Aid Americans and Businesses

New Coronavirus Relief Package to Help Aid Americans and Businesses
March 2, 2020
Congress recently passed the “Families First Coronavirus Response Act,” bill, and the president signed it into law March 18,...
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Understanding Your Long-term Care Options

Understanding Your Long-term Care Options
March 2, 2020
Q: What long-term care options are out there? A:  There are many long-term care options available for you...
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Long-Term Care (LTC) Insurance—Is It Right For You?

Long-Term Care (LTC) Insurance—Is It Right For You?
February 20, 2020
As we age, our health care needs may grow. And while most of us would prefer to remain in...
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Maximizing your Qualified Business Income Deduction

Maximizing your Qualified Business Income Deduction
February 19, 2020
Have you heard about the 20 percent income tax deduction on “qualified business income (QBI)” and wonder if it...
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Podcasts

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We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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